Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    3700
    Birmingham Business Park
    Parkside
    Birmingham
    West Midlands
    B37 7YT
    UNITED KINGDOM
    Phone
    +443303030237
  • Complaints Contact

    3700
    Birmingham Business Park
    Parkside
    Birmingham
    West Midlands
    B37 7YT
    UNITED KINGDOM
    Phone
    +441217671139

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Arranging

  • Equity Release Advice

    For Customer, Home reversion plans

  • Investment Advice (no pensions)

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.
  • Equity Release Arranging

    For Customer, Home reversion plans

  • Arranges Investments

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Debt Advice

    Show 2 limitations
    • · This permission is limited to debt counselling with no debt management activity.
    • · Limited to debt counselling in connection with investment and mortgage advice.
  • Equity Release Setup

    For Customer, Home reversion plans

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Credit Score Services

    Show 1 limitation
    • · Limited to the provision of credit information services with no credit repair (as defined by 89A(3)(c) & (d) Regulated Activities Order).

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Adam Abraham Kaplan

    IRN AAK01087

    • CF1 Director (AR) (20 Aug 2012 to 31 Dec 2012)
  • Adam Blyth

    IRN AXB00418

    • Appointed representative dealing with clients for which they require qualification (19 Oct 2020 to 10 Dec 2022)
  • Adam Bolland

    IRN AXB00415

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Adam Charles Benson

    IRN ACB01153

    • CF30 Customer (1 Nov 2007 to 12 Dec 2008)
    • CF22 Investment Adviser (Trainee) (26 Oct 2007 to 31 Oct 2007)
  • Adam Cummins

    IRN AXC00319

    • CF1 Director (AR) (10 Mar 2021 to 31 Oct 2022)
  • Adam Derek Webb

    IRN ADW01130

    • CF30 Customer (3 Dec 2007 to 26 Jul 2013)
  • Adam Evans

    IRN AXE00261

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 11 Nov 2025)
    • Appointed representative dealing with clients for which they require qualification (26 Feb 2025 to 15 Jul 2025)
  • Adam Goddard

    IRN APG01128

    • Appointed representative dealing with clients for which they require qualification (12 Dec 2019 to 6 Aug 2020)
    • CF1 Director (AR) (6 Dec 2019 to 6 Aug 2020)
  • Adam Hall

    IRN AXH00613

    • Appointed representative dealing with clients for which they require qualification (23 Nov 2021 to 6 Oct 2023)
  • Adam Joseph Tarr

    IRN AJT01248

    • CF1 Director (AR) (28 May 2010 to 17 Jul 2013)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Select Life & Mortgages Ltd (no longer appointed)

    FRN 524874 · Appointed 27 May 2010 · Until 17 May 2013

  • Aidan J Reed Ltd (no longer appointed)

    FRN 524870 · Appointed 27 May 2010 · Until 7 Aug 2013

  • Jeffries & Partners Limited (no longer appointed)

    FRN 224739 · Appointed 24 May 2010 · Until 11 Aug 2022

  • Vanilla Life Ltd (no longer appointed)

    FRN 524420 · Appointed 21 May 2010 · Until 12 Nov 2012

  • Brendan Headley (no longer appointed)

    FRN 524489 · Appointed 21 May 2010 · Until 30 Apr 2014

  • Neil Gourlay (no longer appointed)

    FRN 524398 · Appointed 20 May 2010 · Until 7 Aug 2013

  • Mortgage Managers Limited (no longer appointed)

    FRN 411614 · Appointed 19 May 2010 · Until 4 Mar 2011

  • Kate Raybould (no longer appointed)

    FRN 524185 · Appointed 18 May 2010 · Until 11 Feb 2011

  • John Rigney (no longer appointed)

    FRN 524021 · Appointed 17 May 2010 · Until 31 Dec 2014

  • John Barnett (no longer appointed)

    FRN 523884 · Appointed 14 May 2010 · Until 21 Sep 2012

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.